Barclays TRADING HUB

Barclays Stockbrokers can help you take the next step in your trading.

If you’re new to advanced trading, we can provide you with information and support to help get you started. If you already know what you’re looking for, then you can choose the online account that best suits your needs.

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Choosing an account

Investment accounts to suit your needs

Once you’ve chosen the investments for you, the next step is to decide which account to hold your investments in.

For new investors, there are two main accounts – our tax-efficient Investment ISA​ and our flexible general investment account, known as MarketMaster®. Both are ‘nominee’ accounts – this means that we hold and administer your investments on your behalf.

For most investors, a stocks and shares ISA – or investment ISA – is a good place to start. That’s because currently you won’t pay Income Tax or Capital Gains Tax (CGT) on any returns.

Whatever account you choose, you need to consider the risks. All investments can fall as well as rise, regardless of the account that they are held in, and you could lose your initial investment. If you’re unsure, please seek independent financial advice.

Investment ISA

Our tax-efficient investment account.

This account offers greater potential, whether you’re investing for growth, income or both.

Invest up to £15,240 in the 2016/17 tax year – you won’t pay Income Tax or Capital Gains Tax on any returns

You can invest in funds, gilts & bonds, shares, Exchange Traded Funds and more

Access online support and information on tax-efficient investing

No commission to pay when you invest in any of the 2,000 funds available in our Funds Market (other charges will apply)

No account administration fees if you are fully invested in funds

Low ISA Administration Fee of only £30+VAT per year or no ISA Administration Fee at all if you invest only in funds.

Things to remember

The favourable tax treatment of ISAs may change in the future

The value of this favourable tax treatment to you will depend on your individual circumstances

Things to remember

The favourable tax treatment of pensions may change in the future

The value of this favourable tax treatment to you will depend on your individual circumstances

It is not possible to reclaim the 10% tax credit on dividends received within a SIPP and basic rate taxpayers won’t be better off receiving dividends within a SIPP compared to direct receipt of dividends outside the SIPP.

Transferring your ISAs and pensions doesn't affect their tax-efficient status. But you should make sure that you don't have to pay penalties or give up valuable benefits. Remember tax rules can change in future and whether they benefit you will depend on your circumstances.

We don't accept transfers from final salary pension schemes and there are other types of schemes which may not be advisable to transfer. If you're unsure, please seek independent advice. Find out more about transferring pensions.

Access to over 2,000 clean share classes for funds

We refund transfer-out costs charged by your previous broker - up to £500 in total*

By combining your accounts into one, you could save money on account charges.

Manage all of your investments in one easy place, including funds, gilts & bonds, shares, ETFs and more

Transferring your ISAs and pensions doesn’t affect their tax-efficient status. But you should make sure that you don’t have to pay penalties or give up valuable benefits. Tax rules can change and whether they benefit you will depend on your circumstances.

Looking to transfer funds?

When you transfer fund units to us that are in a bundled share class (I.e. one that pays trail commission) they will be switched within your Barclays Stockbrokers account to its equivalent clean share class (i.e. one which does not pay trail commission).

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Capital Gains Tax (CGT) - Tax payable on any gains over the CGT allowance from the sale, transfer or disposal of a security or other asset subject to this tax. Tax is payable at a rate of 18% or 28% in the 2015/16 Tax Year.

† Calls to 0800 numbers are free if made from a UK landline. Call costs to 0141 numbers may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes. Our opening hours are 7.30am-7pm Monday to Thursday, 7.30am-6pm on Friday (excluding bank holidays) and 9.30am-12.30pm on Saturday.

* While transferring your ISAs won’t affect the tax-efficient status, you should first make sure that you would not incur any penalties or are giving up any valuable benefits. It’s also important to note that transferring a cash ISA into a stocks and shares ISA can’t be reversed, and you should consider carefully whether you are prepared to accept the higher risks to your capital and returns from investing. The value of investments can fall as well as rise and you may get back less than you invest. If you are unsure about whether to transfer your existing investments, you should seek independent advice. We do not offer financial advice.

**We’ll refund you when your account is opened and we have received proof of the transfer costs from your previous broker. This process normally takes around two weeks. Payment will be made to your Barclays Stockbrokers MarketMaster®, chosen bank account or by cheque. Please note we are unable to pay fee refunds directly into an ISA. View the terms and conditions.

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Like to speak with someone?

Our dedicated Client Service Team can help you get started. They won’t be able to give you advice on whether an investment is suitable for you, but they can answer questions about procedures and help you get started.

Call us today on 0800 279 6551† or 0141 352 3909†

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